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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,205 | $46,464-63.0% | $150,298-88.6% | $79,634-78.4% |
| Participation rate | 20.6% | 57.0%-36.3pp | 77.8%-57.1pp | 62.5%-41.9pp |
| Annual return | 0.00% | 27.89%-27.9pp | 62.79%-62.8pp | 36.46%-36.5pp |
| Employer contribution / active EE | $90 | $1,512-94.1% | $4,154-97.8% | $2,529-96.5% |
| Participant deferral / active EE | $700 | $2,157-67.6% | $5,453-87.2% | $3,835-81.8% |
| Admin fee / account holder | $1,475 | $891+65.6% | $14,116-89.5% | $1,002+47.2% |